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How to Mitigate Inflation’s Effects on Retirement Savings

According to the U.S. Bureau of Labor Statistics, 2021 and 2022 saw inflation rates of 7% and 6.5%, respectively. As we know, this happened on the heels of the coronavirus...

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Tax-Smart IRA Strategies for 2024

The upcoming new year brings with it an opportunity to discuss more than just last year’s investment performance with your financial planning clients. Taxes are a critical element of retirement...

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Mitigating Taxes With a Qualified Charitable Distribution

We don’t normally think of giving money away as the best way to save money. But those who have reached the age when required minimum distributions (RMDs) must be taken...

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Roth IRAs: The Five-Year Rule for Qualified Distributions

Since 1998, Roth IRAs have proven their worth. The possibility of tax-free earnings has drawn millions of investors to this remarkable retirement savings tool. Annual contributions can help savers accumulate...

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Utilizing Retirement Savings and Tax Strategies for College Expenses

A four-year college degree may not be right for everyone, but studies show that it can pay off. In 2021, women aged 25-34 with at least a bachelor’s degree earned...

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Reducing Taxes in Retirement With An IRA

It’s never too early to begin thinking about how to reduce your income tax liability in retirement – especially because some strategies require action in the years leading up to...

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